Summary
Overview
Work History
Skills
Accomplishments
Notary Public - State of Florida
Timeline
Generic

Lillian Morales

Citrus Springs,FL

Summary

Customer-focused Banking Associate with a passion for delivering exceptional customer experiences. Proven ability to assist clients with diverse financial needs, providing tailored solutions and driving referrals to support their broader financial goals. Skilled in efficient transaction processing, account management, and educating customers on banking products, services, and digital tools. Eager to continue contributing to TD Bank's commitment to delivering legendary customer experiences and building long-lasting relationships within a leadership role.

Overview

7
7
years of professional experience

Work History

Banking Associate

TD Bank
05.2023 - Current
  • Facilitated customer account setup and maintenance procedures to enhance client satisfaction.
  • Processed loan applications with attention to detail, ensuring compliance with banking regulations.
  • Assisted in training new associates on operational procedures and customer service standards.
  • Developed and implemented strategies for improving workflow efficiency within the branch.
  • Analyzed customer feedback to identify areas for service enhancement and process optimization.
  • Implemented effective cash handling policies that minimized discrepancies between recorded transactions and actual balances held at the end of each business day.
  • Improved customer retention rates with tailored financial advice, helping clients achieve their short-term goals while planning for long-term success.

Teller

TD Bank
05.2022 - 05.2023
  • Processed customer transactions accurately and efficiently, enhancing overall service quality.
  • Assisted customers with account inquiries, providing tailored solutions to meet their financial needs.
  • Collaborated with team members to streamline workflow processes, improving transaction times by implementing best practices.
  • Provided training and mentorship to new tellers, fostering a culture of knowledge sharing and support.
  • Identified opportunities for upselling banking products, contributing to branch revenue growth through effective customer engagement.
  • Resolved customer complaints promptly, enhancing satisfaction and loyalty through effective problem-solving techniques.

Assistant Store Manager

Circle K
08.2018 - 05.2022
  • Supervised daily store operations, ensuring adherence to company policies and customer service standards.
  • Trained and mentored staff on sales techniques and product knowledge to enhance team performance.
  • Implemented inventory management processes, optimizing stock levels and reducing shrinkage.
  • Analyzed sales data to identify trends, driving targeted promotions and improving sales strategies.
  • Coordinated scheduling for staff, balancing operational needs with employee availability for optimal coverage.

Skills

  • Multitasking and organization
  • Operations management
  • Problem-solving
  • Documentation and reporting
  • Team building and leadership
  • Employee training
  • Conflict resolution
  • Policies and procedures
  • Work Planning and Prioritization
  • Verbal and written communication
  • Handling complaints
  • Multitasking and prioritizing

Accomplishments

  • Awarded "TD Bank WOW Star" Award in 2022.

    • - Exceeding Client Service & Sales Goals with Leadership Demonstration.

Notary Public - State of Florida

Commission Expires 10/2026

Timeline

Banking Associate

TD Bank
05.2023 - Current

Teller

TD Bank
05.2022 - 05.2023

Assistant Store Manager

Circle K
08.2018 - 05.2022

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